Wealth Strategy Secrets of the Ultra Wealthy Podcast

Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Co-Host of The Passive Investing Show, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets’ Series Host.  She started investing in real estate in 2009 and has been involved in over $100 million in transactions within both single and multifamily real estate across over 1,500 units. In 2022, Ashley was a ConnectCRE Award Recipient. When Ashley is not working on her businesses, she enjoys spending time with her family, including her husband and their two daughters.  Ashley and her husband are strong proponents of leveraging their investments, which led them to the multifamily housing sector. She wants diversification in her portfolio so that she can benefit from multiple markets regardless of how each individual asset performs. By spreading out across many different options, Ashley is able to maximize returns on investment while minimizing risk. Ashley believes that investing in the right team and taking a patient approach to building wealth is key for developing lasting legacy. To achieve this, investors need to be aware of market cycles and have alternate sources of income as preparation against any troubles with their main asset class.  Take a moment to experience this amazing episode featuring Ashley and her unique insight. You won't regret it! In this episode we discuss:  How Ashley’s successful career began The components that Ashley follows to building a strong team Will there be any risks in 2023 for multifamily investors  Are there any other ways to have cash flow?  Ashley’s piece of advice to accelerate your wealth trajectory.  Connect with Ashley Wilson:  https://www.bardowninvestments.com  Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Rod Kleif is a serial entrepreneur and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success.  Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod will explain the mindset required to recover from losing $50 million dollars in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, mindset, success, and life.    Rod has a unique story that emphasizes the importance of mindset. Growing up, he had deeply-rooted doubts about his own worth - but through perseverance and commitment to his ambition, Rod was able to free himself from those external constraints. This is an inspiring example of how determination can help anyone achieve any goal they set their mind to; desire drives us forward and keeps us on our path no matter what obstacles we may face along the way. High focus and control over noise are key components to success. Rod recommends surrounding yourself with people who will push you; those that lead by example, embrace challenges as opportunities for growth, and strive towards higher standards. In times of crisis lie chances for major progress - choose your influencers wisely!   Rod Kleif is a shining example of what's possible with hard work and determination. Tune in to this episode for all the knowledge you need to ignite your own success! In this episode we discuss:  Rod’s background and how he reached this success.  How did Rod pull himself back up after losing $50 million.  Rod’s perspective on peer groups and choosing people who influence you.  Rod’s Wealth Strategy for the new year.  Rod’s one piece of advice that will move you.  Connect with Rod Kleif:  www.rodkleif.com  www.rodslinks.com  Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest     Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.  After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.    When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold, silver purchasing and storage.    Stephen bravely traveled to Wall Street in the 90s and stood out as a financial disruptor at the technology department. Stephen drew upon his mother’s impressive entrepreneurial spirit, which enabled him to powerfully protect their capital while learning invaluable skills along the way.   Stephen advocates for gold and silver investing as the key to protecting wealth. He explains that while often overlooked, gold has immense value - it's more than just a commodity; it is money! Understanding its current market perspective today can be an advantageous strategy in increasing one’s finances.   Don’t miss out on this wonderful episode with Stephen!    In this episode we discuss:  Getting to know Stephen and how his journey started.  Stephen’s perspective on gold and where we are heading today.  Understanding the process to buying gold  Security Protocols for the vaults  What’s the process to invest in GoldCore    Connect with Stephen Flood:  Website:  www.goldcore.com Twitter - https://twitter.com/GoldCore Facebook - https://www.facebook.com/GoldCore/ LinkedIn - https://www.linkedin.com/in/stephen-flood-544905/ YouTube - https://www.youtube.com/user/GoldCoreLimited Special Audience Giveaway:  www.goldintheusa.com  Connect with Pantheon Investments:    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets.    As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming for profitable returns through managed investment solutions. He is also co-Founder of FIBI - For Investors By Investors: A non-profit organization launched in 2007 which seeks to bring education and networking together within California's largest public real estate investor meetings without any sales pitches being made.   Faced with a dwindling stock market return, Jeremy decided to take his investing strategy in a new direction - passive investing. With this approach he sought out the best way to build cash flow and has been successfully putting money into these types of investments since 2002. This long-time investor's penchant for passivity shows how far you can come from taking an alternate route!   Jeremy shares how he is a savvy investor who takes great care when choosing which projects to invest in. He only considers conservative projections and strives for investments that over deliver on their promised results. A rigorous background check of member entities ensures Jeremy is investing wisely, taking into account the experience needed to be successful in any sector he chooses.    With such attention paid even before investing, it's no surprise that Jeremy stays firmly on track with his goals. Listen more and take notes of this informative episode with Jeremy!    In this episode we discuss:  Jeremy’s background and journey that led him to this space.  What drove Jeremy to passive income theory?  Top 5 Ingredients Jeremy looks at before investing.  The current market and Jeremy’s input. What is Jeremy’s profile now and where he’s headed.    Connect with Jeremy Roll:  jroll@rollinvestments.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Doug Middleton is a technology enthusiast and lifelong learner.  He has spent the last two decades in IT sales, with a focus on customer ROI and success.  He lives in northern Virginia with his amazing wife Jessica of 21 years who has blessed him with three amazing children.   After careful consideration, Doug decided to make a break from the traditional stock market and invest in tangible assets. To take full advantage of his investment opportunities he began looking into different strategies for reducing taxes while simultaneously increasing investable capital.    Among these options was Solar Loans which allowed him to pay less on monthly energy costs than if paying an electric company - all with the added bonus of receiving up to 30% tax credit! With this newfound Energy Independence came significant control over future energy cost as well, making it one worthwhile opportunity not easily overlooked by savvy investors such as Doug!   With an investment in Solar, you can customize a system to suit your needs - emphasizes Doug. You can benefit from 25-year loans with monthly payments and no money down - you will start saving immediately.    Listen now and learn more on how you can truly take advantage of energy independence with complete control over future costs!    In this episode we discuss:  How Doug became an investor and an entrepreneur.  What is Solar and how can anyone deploy it?  Energy Independence and how it is supported.  How to go Solar and what it entails.  Doug’s top productivity habits and wealth strategy advice.  Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom.   With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high net worth individuals.   The tax season is coming up and you're looking for ways to save on taxes? This episode is for you! With Casey’s comprehensive knowledge of different industries, you will be able to find which strategy works best with potential investments in order to lower those pesky bills you receive from Uncle Sam every year.    Casey takes you through the ins and outs of tax strategies to help you save money. He provides detailed information about how depreciation impacts your wealth’s bottom line, as well as what steps are next for those interested in exploring this avenue - tax efficiency!    With the wealth of opportunities available to W2 employees, it's easy for side hustlers and entrepreneurs alike. As long as you have that entrepreneurial spirit Casey is there with a helping hand! Tune in now and don’t miss out on this amazing episode.    In this episode we discuss:    Casey’s background and wealth journey.  Casey’s wealth strategy and how it has worked for him.  Tax strategies for investing in oil & gas. Bonus depreciation and other advanced tax strategies. Creating a side hustle as part of your tax strategy. Casey’s biggest wealth strategy advice for tax efficiency.     Connect with Casey Meyeres:  www.provisionwealth.com   Call: 480-467-4400   Connect with Pantheon Investments:    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field.   His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing.   Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches.   Dave Seymour has been investing in multifamily properties for years now, but he really started taking it seriously after attending seminars and following the advice of those who knew what they were talking about.    The first step is always education; without that there's no results-driven strategy. To make sure you're learning from both successes as well as mistakes, Dave suggests being willing to ask uncomfortable questions to educate and not speculate.     Stay tuned as Dave Seymour will share his multifamily investing expertise with you in this informative and entertaining episode!    In this episode we discuss:  Dave Seymour’s background and how he started.  Dave’s aspiration and advice for wealth creation.  Dave’s analysis on the benefits of investing in multifamily.  Dave’s philosophy to accelerate your wealth strategy.  Connect with Dave Seymour: Website: https://www.freedomventure.com/  Call: 781-922-4418 Twitter - https://twitter.com/daveseymour343?lang=en LinkedIn - https://www.linkedin.com/in/daveseymour343/ Facebook - https://www.facebook.com/DaveSeymourLive Fan Page - https://www.facebook.com/yourflippingguy Instagram - https://www.instagram.com/daveseymour343/?hl=en   Connect with Pantheon Investments:    Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Eric Rice is the Chief Growth Officer of King Operating Corporation. He started his business career in Chicago in wealth management for high-net-worth clients before spending almost 2 decades building his own businesses.    Along the way, he worked with founders across multiple sectors to create profitable, enduring enterprises, demonstrating a keen eye for the nuances of markets and corresponding growth opportunities. His real-world market experience has made him a sought-after partner for entrepreneurs and investors around the globe.    In this episode, Eric is loaded with information about the current climate and what our nation is going through. The Fed is raising rates during a recession, which we are currently in. This has never happened before and it is uncommon. Eric educates by sharing top key points of handling the current crisis, and guides on how to embrace during a depression.    Eric has an extensive background in the precious metals industry. He speaks about how to invest wisely and profitably by investing in gold, silver, and oil & gas funds with no better commodity and certainty.  You won't want to miss out on this educational episode and tons of things that you can learn from Eric during these economically challenging times!   In this episode we discuss:  Eric’s background and his valuable learning experience.  Eric’s perspective about today’s time and the geopolitical risks.  The importance of investing Gold, Silver, and Oil & Gas.  Portfolio allocations for the current climate.    Connect with Eric Rice:  eric@kingoperating.com Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Dr. Sam Pappas is an Internal Medicine physician specializing in the fields of Personalized Medicine and Integrative Health and Wellness. He has over 25 years of experience and has practiced in a variety of diverse positions in both academic health centers and private practice.   Dr. Pappas has received many recognitions and has been called “the Dr. Oz of Arlington”. He is passionate about helping change the paradigm of disease-based medicine to one that emphasizes systems medicine, root causes, biochemical individuality, is patient-centered, and uses primarily lifestyle medicine to achieve optimal health and function.   Your health is a precious resource. You have the power to make it yours and use technology as an ally in this journey. Dr. Pappas first focuses on understanding who you are - stress levels, hormones, and root causes that can determine where you are in your health today.   Dr. Pappas also emphasizes the importance of understanding your values and priorities which will determine how successful it is for you to live a healthy lifestyle. He uncovers the framework for wellness and shares key points, tips, and supplements for a journey full of health.    This episode is so insightful, one to keep in your books. Listen now and take notes!   In this episode we discuss:  Dr. Pappas’ journey and unique philosophy.  Understanding Integrative Medicine  The Concept of ‘Corporate Athlete’  Dr. Pappas’ framework for wellness and key points to work on.  Biohacking tips and supplements.    Connect with Dr. Pappas: https://pappashealth.com https://www.linkedin.com/in/sam-pappas-m-d-a3a8a93a/  https://twitter.com/DrSamPappas  https://theleadersworkout.com  https://www.linkedin.com/company/theleadersworkout/?originalSubdomain=np    Resources: https://www.profilesinsuccess.com/profile/sam-pappas  https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=afe194cad6  http://pappashealth.com/wp-content/uploads/2022/10/The-Importance-of-Supplements.pdf  https://mailchi.mp/pappashealth.com/the-importance-of-blood-work  https://us12.campaign-archive.com/?u=44f97ac0cf542c9ad21eeff3c&id=9d91d8d6f7  http://pappashealth.com/wp-content/uploads/2021/07/Top-Ten-Labs.pdf  https://drhyman.com/downloads/MSQ_Fillable.pdf  https://pappashealth.com/covidactionplan/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio.    He earned his stripes building and managing his personal portfolio before founding Wildhorn Capital and focusing on larger multifamily buildings. At Wildhorn, he is focused on Acquisitions and maintaining Investor Relations, utilizing his marketing and communications background to build long-term relationships.   Andrew shares how the multifamily industry is on fire, and it's no surprise why. With rising rents throughout the country there are more opportunities than ever before for those looking to invest in this space wisely- apartment buildings don't just give you returns but they also protect your assets from inflation.    Mr. Campbell also shares his philosophy -  to do more alternative deals and get better investment results. Whether it's investing in different assets or finding investment opportunities - taking action is the best way to learn.    Don’t miss out on this episode with Andrew, to also learn how Wilhorn values equity and fairness so that everyone has an opportunity at living their best life!    In this episode we discuss:  Andrew’s background and how he got into real estate.  Why choose a team like Wildhorn?  Is Multifamily a good option during the current market?  What is “safe” in multifamily investing?  The forecasts of 2023.  Andrew’s piece of advice on accelerating your wealth journey.    Connect with Andrew Campbell:  https://wildhorncap.com  andrew@wilhorncap.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book: https://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/